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Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
2551
Mirador Capital Partners
California
$213K +$209K +3,434 New
PPWM
2552
Paragon Private Wealth Management
Kentucky
$212K +$205K +3,366 New
CM
2553
Castleark Management
Illinois
$211K -$208K -3,423 -50%
EIM
2554
Ervin Investment Management
Washington
$211K – – –
I2I
2555
Insight 2811 Inc
Illinois
$210K +$206K +3,385 New
CH
2556
Canton Hathaway
Rhode Island
$209K – – –
MWM
2557
Mascoma Wealth Management
New Hampshire
$209K +$76.9K +1,264 +60%
WH
2558
Willner & Heller
California
$209K +$215K +3,532 New
HGERS
2559
Householder Group Estate & Retirement Specialist
Arizona
$207K -$52.5K -864 -21%
OMC
2560
Old Mission Capital
Illinois
$207K +$203K +3,334 New
AWM
2561
Act Wealth Management
Texas
$207K +$203K +3,340 New
MWM
2562
Merriman Wealth Management
Washington
$207K +$203K +3,346 New
BL
2563
BFSG LLC
California
$206K -$9.06K -149 -4%
HKIMG
2564
Hutchens & Kramer Investment Management Group
Indiana
$206K +$199K +3,277 New
CAM
2565
Congress Asset Management
Massachusetts
$206K +$202K +3,320 New
GSWM
2566
Golden State Wealth Management
California
$204K -$386K -6,350 -66%
DCM
2567
Driehaus Capital Management
Illinois
$203K +$199K +3,274 New
AMCA
2568
Arthur M. Cohen & Associates
Illinois
$202K -$112K -1,840 -36%
VWM
2569
Valley Wealth Managers
New Jersey
$202K -$25.8K -425 -12%
APW
2570
Austin Private Wealth
Texas
$202K +$198K +3,261 New
RCA
2571
Resonant Capital Advisors
Wisconsin
$201K +$195K +3,202 New
CSA
2572
Cottage Street Advisors
Massachusetts
$201K +$197K +3,235 New
SFG
2573
Sunburst Financial Group
Alabama
$201K +$198K +3,249 New
BFG
2574
Barber Financial Group
Kansas
$200K -$45.4K -747 -19%
DWP
2575
Destiny Wealth Partners
Florida
$195K -$2.13K -35 -1%
101 102
103
104 105